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Market Outlooks
Global Weekly Commentary: Sustainable investing: it’s a long game
This piece is approved to use with clients.
The powerful economic restart has led to a rally in the traditional energy sector. This has raised concerns that sustainable assets may face pressure after stellar performance in 2020. We view such a short-term focus as misguided. The power of the near-term restart should not be confused with the slow transition to sustainability that we see driving long-term returns.
Market Outlooks
Schumer’s Gambit, and Infrastructure Week
President Joe Biden is outlining a $4 trillion infrastructure plan that will include items like universal pre-kindergarten, significant investments in addressing climate change as well as tax increases to pay for this spending. In other words: items, that along with the overall size of the package, will raise the hackles of Republicans in Congress.
Market Outlooks
Global Weekly Commentary: Why we still like technology stocks
This piece is approved to use with clients.
The recent bond yield spike has been blamed for pressuring tech stocks as they are seen as vulnerable to rising rates. We believe this view is too simplistic: tech is a diverse sector and the driver of higher yields matters more than the rise itself.
Market Outlooks
Congressional Review Act: Democrats Leave Key Regulatory Tool On Table—Why?
Many Democrats on Capitol Hill, and the party’s left flank, are itching to eliminate the legislative filibuster in order to get the Biden agenda into law.
Market Outlooks
Global Weekly Commentary: Our views on Chinese assets
This piece is approved to use with clients.
Chinese stocks have sold off on concerns that China could tighten monetary and fiscal policy more aggressively – after having led the global restart and policy normalization. This took place as rising U.S. Treasury yields have pressured global risk assets.
Market Outlooks
Global Weekly Commentary: A strong restart, not a recovery
This piece is approved to use with clients.
We see the path out of the Covid-19 shock as a “restart” – not a typical business cycle “recovery.” The key reasons are the distinct nature of the shock, broad-based pent-up demand and different inflation dynamics.
Market Outlooks
Student of the Market: March Edition
Stay on top of changing market environments by learning from their historical parallels.